Full-Time

Client Reporting & Analytics Associate

Equities

Confirmed live in the last 24 hours

Neuberger Berman

Neuberger Berman

Compensation Overview

$80k - $95kAnnually

+ Bonus

Mid

New York, NY, USA

Hybrid position.

Category
Asset Management
Finance & Banking
Required Skills
Data Analysis
PowerPoint/Keynote/Slides
Requirements
  • Bachelor's Degree in Finance, Business or Math preferred
  • 3+ years post-graduate experience in asset management or financial industry preferred
  • Highly motivated and self-driven individual with ability to work in a team environment while taking individual responsibility for quality and accuracy
  • Accountable with excellent attention to detail, strong organizational skills and ability to effectively communicate and prioritize work within a dynamic, deadline-driven environment
  • Knowledge of financial markets, interest in investment strategies and security analysis
  • Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros
  • Analytical and comfortable working with and interpreting statistics and financial markets data
  • Experience with building custom client portfolio review presentations
  • Advanced Excel and PowerPoint skills required
  • Experience with FactSet and/or BlackRock Aladdin a plus
  • Additional qualifications, currently studying for or a desire to obtain CFA (or equivalent) is preferred
Responsibilities
  • Understand Neuberger Berman's equity strategies with requisite depth to be able to complete client reporting and client specific inquiries regarding equity portfolios and strategies
  • Develop and produce thoughtful and accurate client materials, including standard and custom client reports, client portfolio review presentations and commentaries
  • Assist the team in delivering on all client reporting requirements in accordance with established investment management agreements
  • Function as point of contact and engage with investment professionals on investment performance, portfolio exposures, attribution analysis and summary statistics to assure accurate and timely production of investment analytics packages
  • Participate in the onboarding of new clients and the creation of analyses and presentations for key initiatives, including but not limited to fund launches, RFPs and client due diligence questionnaires
  • Liaise with portfolio management teams on managing and executing on ad-hoc inquiries and small projects
  • Collaborate with project management teams and IT on data automation projects to enhance portfolio analysis and client reporting

Company Stage

N/A

Total Funding

$11.1B

Headquarters

New York City, New York

Founded

1939

Simplify Jobs

Simplify's Take

What believers are saying

  • Rising interest in private credit markets offers expansion opportunities for Neuberger Berman.
  • Personalized investment solutions trend allows for customized portfolios meeting individual client needs.
  • Strategic hires like Paul Grainger enhance Neuberger Berman's fixed income capabilities.

What critics are saying

  • Increased competition from Veeam in data security could impact market position.
  • CoreWeave's $650M investment may intensify competition in cloud platforms.

What makes Neuberger Berman unique

  • Neuberger Berman's focus on ESG investing aligns with growing sustainable investment demand.
  • The firm leverages AI-driven strategies to enhance portfolio management and client offerings.
  • Neuberger Berman's thematic funds cater to popular sectors like technology and healthcare.

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